Oracle Call Center Applications Setup

Transcription

1 Oracle Call Center Applications Setup Oracle Call Center Applications Setup Release 11i April 2000 Part No. A About this Document This guide covers the installation of the following Oracle Call Center and Telephony Applications components: Oracle Scripting Author Oracle Telephony Manager and subcomponents (Telephony Media Control, Inbound Telephony Server, Routing Server, and Server Monitor) Oracle Center Oracle Universal Work Queue Oracle Interaction Blending Pre-Installation Tasks and Requirements The following section describes the prerequisites that must be met prior to installing components from the Oracle Call Center Applications Setup CD. 1. Complete an administrative-tier installation of Oracle Applications, Release Refer to Installing Oracle Applications, Release 11i for more information. 2. Identify the Oracle Call Center Applications Setup components that you want to install. 3. Based on the components identified in step 2, choose the appropriate hardware required. Hardware requirements for installing Call Center Telephony applications are variable depending on the following factors: The number of agents Copyright 2000, Oracle Corporation. All Rights Reserved. Oracle is a registered trademark, and Oracle Call Center Applications Setup, Oracle Scripting Author, Oracle Telephony Manager, Oracle Telephony Media Control, Oracle Inbound Telephony Server, Oracle Routing Server, Oracle Server Monitor, Oracle Center, Oracle Universal Work Queue, and Oracle Interaction Blending are trademarks or registered trademarks of Oracle Corporation. Other names may be trademarks of their respective owners.

2 The volume of calls The operating system platform The type of telephone switch being used 4. Determine your installation configuration. For optimum performance and scalability, Oracle Corporation recommends that each component from the Oracle Call Center Applications Setup CD be installed and run on its own independent machine. However, depending on the number of agents and the operating system platform, any combination of these components can be installed on the same machine. Additionally, Oracle Telephony Manager sub-components should be installed on different machines if you plan to support large call centers (1000 or more agents). 5. Complete a web-tier installation of Oracle Applications, Release on each machine identified in step 3 above. Record the Oracle PRODUCT_COMM directory and the JRE directory during the Oracle Applications, Release web-tier installation for use during the Oracle Call Center Applications Setup installation. Note: If you are installing Oracle Scripting Author, then this step is not required on the Windows machine on which only Oracle Scripting Author is to be installed. After you have successfully completed the pre-installation tasks listed above, you are ready to install components from the Oracle Call Center Applications Setup CD. If you are installing Oracle Scripting Author only, then you will run the installer once on a Windows 95, Windows 98, or Window NT 4.0 machine. Proceed to the "Installing Oracle Scripting Author" section of this document. If you are installing Oracle Call Center and Telephony applications, run the installer once on each machine identified in step 3 above. Proceed to the "Installing Call Center Applications Setup Components" section of this document. 2

3 Installing Oracle Scripting Author Use this procedure to install Oracle Scripting Author on a Windows 95, Windows 98, or Windows NT machine. Prerequisites Read the Oracle Call Center Applications Setup readme.txt file for additional or revised installation tasks. Steps 1. Insert the CD in the Windows machine on which Oracle Scripting Author will be installed and run. Use the following path to navigate to the Oracle Universal Installer: <CD-ROM drive>:\install\win32\setup.exe 2. Double-click setup.exe. The Oracle Universal Installer launches and the Welcome screen displays. 3. Click Next. 3

4 4. Use the File Locations screen to specify your Source and Destination directories. The Source area displays the path to the components available for installation. Note: Do not modify the information in the Source area. The Destination area displays the default path to which Oracle Scripting Author will be installed and the alias for the destination. In the Destination area, type the destination path or click Browse to choose a destination path. If the destination path does not have a name, type an alias for the destination path in the Name field. You do not have to install Oracle Scripting Author in a true Oracle home. You can provide any alias for the purpose of installing Oracle Scripting Author. 5. Click Next. 4

5 6. In the Available Products screen, select Scripting Author and then click Next. 7. Select an Installation Type and then click Next. Note: Each installation type installs the same components. 5

6 8. Verify the installation settings in the Summary screen and then click Install. The Install screen displays and Oracle Scripting Author is installed in the oracle\apps\ies\author subdirectory of the destination path. The Oracle Universal Installer also creates an Oracle Scripting folder in the Programs menu. When the installation is complete, the End of Installation screen displays. 9. Click Exit to close Oracle Universal Installer or click Next Install to install other components from Oracle Call Center Applications Setup CD. 10. Proceed to the "Post-Installation Tasks for Scripting Author" section of this procedure. Post-Installation Tasks for Scripting Author Scripting Author Online Documentation The Scripting Author installation includes online documentation found in the \docs directory. To view the online documentation, launch the ies1151.htm file in your local web browser. 6

7 Scripting Agent Creation 1. Following the installation of Scripting Author, copy the files in the server directory (including shellscripts and sqlscripts) to your server machine. 2. Create one or more agent logins (one for each agent who will be using Scripting). To do this, run the script ies_create_agent_user.sql (found in the sqlscripts directory) in SQLPlus for each agent login you wish to create. 3. If the agent that was created in step 2 must run Scripting in two-tier mode, you need to run the ies_assign_2tier_agent.sql (found in the sqlscripts directory) script to add the agent to a special database role. 4. Run the grant_agent shell script (found in the shellscripts directory) with each agent login that you created in step 2. Use the following syntax: grant_agent <agent login> <admin login> <admin password> <IIOP port> <SID> where <agent login> is the login that was created in the previous steps <admin login> and <admin password> should both be "APPS" <IIOP port> is the port number that was used to configure the IIOP/CORBA listener <SID> is the identifier for the database instance where Scripting is installed This completes the installation of Oracle Scripting Author. Installing Call Center Applications Setup Components Use this procedure to install components from the Oracle Call Center Applications Setup CD. Refer to the installer startup instructions that are applicable to your installation platform. Prerequisites Refer to the readme.txt file for additional or revised installation tasks. Starting the Installer (Unix) 1. Stop all Oracle processes and services running on your machine. 2. Place the Oracle Call Center Applications Setup CD in the CD-ROM drive. 7

8 3. Log in as the user who installed Oracle Applications, Release and create a CD-ROM mount point directory. 4. Mount the CD-ROM drive on the mount point directory. 5. Change to the install directory on the CD-ROM. 6. Start the runinstaller installation program from the install/<platform> directory. The installer launches and the Available Product Components screen displays. Proceed to the "Selecting Components and Options" section of this procedure. Starting the Installer (Windows NT) 1. Stop all Oracle processes and services running on your machine. 2. Navigate to the <CD-ROM drive>:\install\win32 directory. 3. Double-click the setup.exe installation program. The installer launches and Available Product Components screen displays. Proceed to the "Selecting Components and Options" section of this procedure. Selecting Components and Options 1. Use the Available Product Components screen to specify the components that you want to install. 8

9 Click the box for each component that you want to install. Click Next to continue. The Welcome screen displays. Click Next again. Component Oracle Telephony Manager Oracle Telephony Media Control Oracle Inbound Telephony Server Oracle Routing Server Oracle Server Monitor Oracle Center Server Oracle Universal Work Queue Oracle Interaction Blending Server Description Media queue and distribution engine component of Oracle Telephony Manager. Stores and distributes media items and integrates with Routing, and Interaction Blending. Telephony middleware integration component of Oracle Telephony Manager. Integrates CTI middleware with Universal Work Queue and the desktop. Inbound and web call back component of Oracle Telephony Manager. Generates inbound calls and web call backs. Provides rule-based routing and the classification engine for call center interactions. Server monitor for fault tolerance, crash detection and recovery. Provides interaction management and -based process automation. Provides a unified, common view of agent work to be performed. Accesses tasks that originate and are assigned in Oracle CRM Business Applications. Handles inbound and outbound calls according to call volume and service levels. 2. Click Next in the Welcome screen to proceed to the Find Directory screen. 9

10 3. Use the Find Directory screen to locate the PRODUCT_COMM directory on this machine. This directory was created during your Oracle Applications, Release 11i installation. Click Next to continue. 4. Use the Choose Directory screen to locate the JRE or JAVA directory that was created on this machine during your Oracle Applications, Release 11i web-tier installation(s). Click Next to continue. 10

11 5. Enter values for your database connection parameters to the Oracle Applications database. If you do not know the appropriate values, then contact your Oracle Applications System Administrator or Database Administrator. Note: To make any changes to the database connection parameters after installation, edit the cct.dbc file in the <PRODUCT_COMM>/admin/scripts/cct directory. Click Next to continue. If you are installing on a Unix platform, skip step 6 and proceed to the "Naming Your Servers" section of this procedure. If you are installing on the Windows NT platform, the Install as NT Service or Console Mode screen displays. Proceed to step 6. 11

12 6. Use this screen to specify whether you want to install Oracle Call Center and Telephony applications as an NT service. To have all processes running in the background, select NT Service. Note: By default, the NT Service startup mode is set to Manual. Please refer to Windows NT documentation for changing the startup mode. To manually activate (start/stop) only specifically needed processes, select Console Mode. Click Next to continue. Naming Your Servers The screens that display during this part of the installation, prompt you for server names for the products you selected in the Available Product Components screen. The names you enter will be names you have already created through the Call Center Administration form or names you create during this installation. If you have already created server names, then enter the names exactly as you entered them in the Call Center Administration form. For information on the Call Center Administration form, see "Implementing Oracle Telephony Manager" in Oracle Telephony Manager Concepts and Procedures, Release 11i. 12

13 If you have not already created server names, create and record them during this installation. The server names you create during this installation must be entered in the Call Center Administration form exactly as you ve entered them here. Note: To make any changes to the server names after installation, edit the servers.installed file in the <PRODUCT_ COMM>/admin/scripts/cct directory. Oracle Telephony Manager server name: Click Next to continue. If the Summary screen displays, go to the "Installing Your Components" section of this procedure. 13

14 Oracle Telephony Media Control server name: Click Next to continue. If the Summary screen displays, go to the "Installing Your Components" section of this procedure. Oracle Inbound Telephony server name: Click Next to continue. If the Summary screen displays, go to the "Installing Your Components" section of this procedure. 14

15 Oracle Routing server name: Click Next to continue. If the Summary screen displays, go to the "Installing Your Components" section of this procedure. Oracle Server Monitor name: Click Next to continue. If the Summary screen displays, go to the "Installing Your Components" section of this procedure. 15

16 Oracle Center server name: Click Next to continue. If the Summary screen displays, go to the "Installing Your Components" section of this procedure. Oracle Universal Work Queue server name: Click Next to continue. If the Summary screen displays, go to the "Installing Your Components" section of this procedure. 16

17 Oracle Interaction Blending server name: Click Next to continue. If the Summary screen displays, go to the "Installing Your Components" section of this procedure. Installing Your Components Once you ve selected your components and completed the installer prompts, the Summary screen displays your installation specifications. 17

18 Click the Previous button to return to the appropriate screens to make changes. Click Install to begin the installation. An installation progress screen displays the status of the installation. When the installation is complete, click Exit to quit the installer. This completes the installation of Oracle Call Center Applications Setup components. Proceed to the "Starting the Servers" section of this document. Starting the Servers Use the information in this section to start your Call Center and Telephony servers. Refer to the server startup information for your installation platform. Starting Your Servers (Unix) To start your Call Center and Telephony servers on a Unix platform, locate and run the applicable scripts in the <PRODUCT_ COMM>/admin/scripts/cct directory. Component Name Oracle Telephony Manager Oracle Telephony Media Control Oracle Inbound Telephony Server Oracle Routing Server Oracle Center Oracle Server Monitor Oracle Universal Work Queue Oracle Interaction Blending Script Name otm.sh otmc.sh its.sh ors.sh emc.sh sm.sh ieusvr.sh iebsvr.sh 18

19 Starting Your Servers (Windows NT) Refer to the Microsoft NT documentation for starting an NT service. The component names listed below correspond to the NT Service names. Component Name Oracle Telephony Manager Oracle Telephony Media Control Oracle Inbound Telephony Server Oracle Routing Server Oracle Center Oracle Server Monitor Oracle Universal Work Queue Oracle Interaction Blending NT Service Name OracleTelephonyManager_<server name> OracleTelephonyMediaControl_<server name> OracleInboundTelephony_<server name> OracleRouting_<server name> Oracle Center_<server name> OracleServerMonitor_<server name> OracleUniversalWorkQueue_<server name> OracleInteractionBlending_<server name> Running in Console Mode To run in console mode, click the component name in the Program Manager group, Oracle Call Center and Telephony. 19

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